To qualify for these benefits, you must transfer the securities directly to Calgary Academy’s brokerage account. Do not sell the shares first.
Step 1: Instruct Your Broker: Provide your financial advisor or broker with the transfer details on the form below to donate the shares from your account to Calgary Academy’s account at Raymond James Ltd.
Step 2: You or your advisor should notify Calgary Academy once the transfer is initiated. Electronic transfers often arrive without the donor’s name attached, so confirming your transfer ensures you receive your official tax receipt promptly.
